See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,025 | $80,717-64.0% | $154,803-81.3% | $84,808-65.8% |
| Participation rate | 67.7% | 66.8%+0.9pp | 78.1%-10.3pp | 68.3%-0.6pp |
| Annual return | 15.84% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $728 | $2,761-73.6% | $4,305-83.1% | $2,631-72.3% |
| Participant deferral / active EE | $1,977 | $3,303-40.1% | $5,540-64.3% | $4,212-53.1% |
| Admin fee / account holder | $797 | $6,746-88.2% | $14,329-94.4% | $7,344-89.1% |